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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,797 | $174,379+143.6% | $152,093+179.3% | $138,895+205.8% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 14.08% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,467 | $4,652-47.0% | $4,175-40.9% | $4,194-41.2% |
| Participant deferral / active EE | $4,648 | $6,159-24.5% | $5,451-14.7% | $6,396-27.3% |
| Admin fee / account holder | $43,991 | $16,880+160.6% | $14,497+203.5% | $12,562+250.2% |